Institutional Ownership Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO). We have compiled data on the 691 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
152,294
shares
|
$3.7 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
147,957
shares
|
$3.59 Million
3.37% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
146,165
shares
|
$3.55 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
145,140
shares
|
$3.52 Million
0.98% of portfolio
|
Q1 2025
Added 29.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
144,110
shares
|
$3.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
143,423
shares
|
$3.48 Million
2.92% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
143,193
shares
|
$3.48 Million
0.06% of portfolio
|
Q1 2025
Added 67.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
140,368
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
139,810
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
136,361
shares
|
$3.31 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
134,200
shares
|
$3.26 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
133,187
shares
|
$3.23 Million
2.91% of portfolio
|
Q4 2022
Added 24.78%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
132,356
shares
|
$3.21 Million
1.38% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
131,974
shares
|
$3.2 Million
1.97% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
131,478
shares
|
$3.19 Million
0.36% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
130,668
shares
|
$3.17 Million
4.01% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
129,268
shares
|
$3.14 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
127,660
shares
|
$3.1 Million
0.15% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
126,989
shares
|
$3.08 Million
0.29% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
125,815
shares
|
$3.05 Million
3.39% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
125,033
shares
|
$3.03 Million
2.11% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
124,979
shares
|
$3.03 Million
1.45% of portfolio
|
Q1 2025
Added 45.8%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
124,108
shares
|
$3.01 Million
0.55% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
122,860
shares
|
$2.98 Million
0.02% of portfolio
|
Q1 2025
Added 108.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
120,752
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.78%
|